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California Certified Public Accountants Foundation

  • Sacramento, CA
  • Tax-exempt since Oct. 1966
  • EIN: 94-6130841

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.45M (2024)

Expenses
$9.26M (2024)

Total Assets
$7.49M (2024)

Total Liabilities
$2.87M (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending April
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,452,694
Expenses
$9,264,380
Net Income
-$811,686
Net Assets
$4,610,470
Notable Sources of Revenue Percent of Total Revenue
Contributions $497,768
5.9%
Program Services $7,809,231
92.4%
Investment Income $178,170
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$39,374
Net Inventory Sales $0
Other Revenue $6,899
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $692,797
7.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,158,463
34.1%
Assets/Debt
Total Assets $7,485,060
Total Liabilities $2,874,590
Net Assets $4,610,470
Compensation
Key Employees and Officers Compensation Related Other
Denise Froemming (President & Chief Executive Officer) $256,076 $256,076 $16,587
Heather Collins (Senior Director, Partnerships) $191,159 $0 $12,572
Jennifer Weed (Vice President Learning, Competency And Knowledge Products) $177,260 $75,969 $15,930
Natalie Quan (Vice President & Chief Financial Officer) $135,268 $135,268 $14,586
Emil Redzic (Vice President Of Information Technology) $126,574 $126,574 $21,172
Todd Boyd (Senior Salesforce Developer) $96,011 $96,011 $9,450
Cheryl Callahan (Senior Director, Marketing And Communications) $95,491 $95,491 $13,057
Denise Bethel (Senior Director, Business Development & Partnerships) $93,119 $93,119 $5,587
Jill Pitchenik (Vice President, Strategic Business Operations And De&I) $66,715 $123,899 $10,539
Andrea Cope (Chair) $0 $0 $0
Ruben A Davila (First Vice Chair) $0 $0 $0
Scott Donnelly (Treasurer) $0 $0 $0
Taryn Hoffman Torres (Vice Chair) $0 $0 $0
Adam Blitz (Immediate Past Chair) $0 $0 $0
Meridith Johnson Eff 7 2023 (Cal Cpa Chair) $0 $0 $0
Heather Esposito (Trustee) $0 $0 $0
Jason Shreve (Trustee) $0 $0 $0
John Ryan Eff 7 2023 (Trustee) $0 $0 $0
Kathy Johnson (Trustee) $0 $0 $0
Carisa Wisniewski Eff 7 2023 (Trustee) $0 $0 $0
Erin Daiber (Trustee) $0 $0 $0
Megan Thompson (Trustee) $0 $0 $0
Jennifer Benjamin Eff 7 2023 (Trustee) $0 $0 $0
Keith Hamasaki Eff 7 2023 (Trustee) $0 $0 $0
Scott Hoppe Through 06 2023 (Past Chair) $0 $0 $0
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990
Filed on March 11, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,245,214
Expenses
$10,189,891
Net Income
-$1,944,677
Net Assets
$5,387,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $445,520
5.4%
Program Services $7,566,558
91.8%
Investment Income $247,248
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16,517
Net Inventory Sales $0
Other Revenue $2,405
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $736,282
7.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,421,362
33.6%
Assets/Debt
Total Assets $10,863,258
Total Liabilities $5,476,050
Net Assets $5,387,208
Compensation
Key Employees and Officers Compensation Related Other
Denise Froemming (President & Chief Executive Officer) $245,030 $245,030 $22,316
Jennifer Weed (Vice President Learning, Competency And Knowledge Products) $237,160 $0 $18,463
Heather Collins (Senior Director, Partnerships) $184,380 $0 $13,257
Cheryl Callahan (Senior Director, Marketing And Communications) $179,126 $0 $15,117
Natalie Quan (Vice President & Chief Financial Officer) $130,159 $130,159 $18,076
Emil Redzic (Vice President Of Information Technology) $118,037 $118,037 $16,561
Jason Curry (Salesforce Arhcitect) $102,109 $102,109 $22,576
Denise Bethel (Senior Director, Business Development & Partnerships) $91,705 $91,705 $8,191
Todd Boyd (Senior Salesforce Developer) $87,574 $87,574 $12,334
Adam Blitz (Chair) $0 $0 $0
Scott Hoppe (Past Chair) $0 $0 $0
Andrea Cope (First Vice Chair) $0 $0 $0
Chrislynn Freed Through 07 28 22 (Past President) $0 $0 $0
Charlotte Wall (Secretary) $0 $0 $0
Tayiika Dennis Eff 06 30 22 (Cal Cpa Chair) $0 $0 $0
Ruben A Davila (Vice Chair) $0 $0 $0
David Cochrane (Trustee) $0 $0 $0
Scott Donnelly (Trustee) $0 $0 $0
Kathryn Johnson (Trustee) $0 $0 $0
Megan Thompson (Trustee) $0 $0 $0
Erin Daiber Eff 06 30 22 (Trustee) $0 $0 $0
Jennifer Ziegler Eff 06 30 22 (Trustee) $0 $0 $0
Kristie Ledbetter Through 7 28 22 (Trustee) $0 $0 $0
Katie Bunker Through 07 28 22 (Trustee) $0 $0 $0
Cherie Williams Through 07 28 22 (Trustee) $0 $0 $0
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990
Filed on March 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,410,053
Expenses
$9,657,113
Net Income
-$1,247,060
Net Assets
$7,524,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $216,759
2.6%
Program Services $7,785,514
92.6%
Investment Income $415,393
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,613
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $579,321
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,220,771
33.4%
Assets/Debt
Total Assets $11,005,133
Total Liabilities $3,481,093
Net Assets $7,524,040
Compensation
Key Employees and Officers Compensation Related Other
Brad Monterio Through 9 3 2021 (Chief Learning Officer) $257,599 $0 $17,174
Heather Collins (Senior Director, Partnerships) $177,097 $0 $12,777
Cheryl Callahan (Senior Director, Marketing And Communications) $164,917 $0 $13,829
Anthony Pugliese Through 4 5 2021 (Past Chief Executive Officer) $156,485 $156,485 $18,804
Natalie Quan (Vice President & Chief Financial Officer) $134,276 $134,276 $16,684
Rich Simitian Through 10 18 21 (Interim Ceo) $129,353 $129,353 $0
Emil Redzic (Vice President Of Information Technology) $120,864 $120,864 $15,204
Richard Lacey (Sales Manager) $100,944 $100,944 $17,885
Denise Bethel (Director Of Revenue Growth) $84,713 $84,713 $7,708
Mayank Sheynkman (Director, Business Transformation) $81,408 $81,408 $9,506
Denise Froemming Eff 10 18 21 (President & Chief Executive Officer) $43,825 $43,825 $2,922
Chrislynn Freed (Past President) $0 $0 $0
Scott Hoppe (President) $0 $0 $0
Andrea Cope (Treasurer) $0 $0 $0
Adam Blitz (First President) $0 $0 $0
Christie Simons Through 6 30 2021 (Trustee And Cal Cpa Chair) $0 $0 $0
Charlotte Wall (Vice President) $0 $0 $0
Ruben A Davila (Trustee) $0 $0 $0
Violeta D Cristobal (Trustee) $0 $0 $0
Scott Donnelly (Trustee) $0 $0 $0
Kathryn Johnson (Trustee) $0 $0 $0
Megan Thompson (Trustee) $0 $0 $0
Kristie Ledbetter (Trustee) $0 $0 $0
Cherie Williams Eff 6 30 21 (Trustee) $0 $0 $0
David Cochrane Eff 6 30 21 (Trustee) $0 $0 $0
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990
Filed on Oct. 12, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,436,468
Expenses
$8,442,148
Net Income
$994,320
Net Assets
$9,623,183
Notable Sources of Revenue Percent of Total Revenue
Contributions $723,562
7.7%
Program Services $8,635,083
91.5%
Investment Income $342,233
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$264,410
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $896,741
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,652,098
31.4%
Assets/Debt
Total Assets $12,236,942
Total Liabilities $2,613,759
Net Assets $9,623,183
Compensation
Key Employees and Officers Compensation Related Other
Anthony Pugliese Through 4 3 2020 (President & Chief Executive Officer) $310,004 $310,004 $16,839
Brad Monterio (Chief Learning Officer) $283,500 $0 $11,885
Heather Collins (Senior Director Partnerships) $173,128 $0 $7,659
Kathleen Folgensonger (Director Of Portfolio Management) $166,458 $0 $8,389
Natalie Quan (Vice President & Chief Financial Officer) $114,104 $114,104 $12,897
Emil Redzic (Vice President Of Information Technology) $103,958 $103,958 $16,148
Mayank Saxena (Director Business Transformation) $83,740 $83,740 $4,195
Todd E Rankin (Controller) $81,292 $81,292 $6,703
Chrislynn Freed (President) $0 $0 $0
Scott Hoppe (First Vice President) $0 $0 $0
Adam Blitz (Treasurer) $0 $0 $0
Joseph A Forlenza (Past President) $0 $0 $0
Andrea Cope (Vice President) $0 $0 $0
Kathryn Johnson (Trustee) $0 $0 $0
Violeta D Cristobal (Trustee) $0 $0 $0
Amber Setter (Trustee) $0 $0 $0
Bruce Gray (Trustee) $0 $0 $0
Kristie Ledbetter (Trustee) $0 $0 $0
Meghan Thompson (Trustee) $0 $0 $0
Scott Donnelly (Trustee Eff 6 30 2020) $0 $0 $0
Charlotte Wall (Trustee) $0 $0 $0
Ruben A Davila (Trustee) $0 $0 $0
Robert Reynolds (Trustee And Cal Cpa Chair Through 06 30 2020) $0 $0 $0
Michael Eisenberg (Trustee Through 06 30 2020) $0 $0 $0
Darcia Stebbens (Trustee Through 6 30 20) $0 $0 $0
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990
Filed on March 10, 2022

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Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,171,349
Expenses
$10,637,221
Net Income
-$465,872
Net Assets
$6,838,486
Notable Sources of Revenue Percent of Total Revenue
Contributions $364,952
3.6%
Program Services $9,153,949
90.0%
Investment Income $281,434
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $371,014
3.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $411,492
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,479,264
32.7%
Assets/Debt
Total Assets $10,297,973
Total Liabilities $3,459,487
Net Assets $6,838,486
Compensation
Key Employees and Officers Compensation Related Other
Anthony Pugliese (President & Chief Executive Officer) $164,475 $164,475 $28,405
Audrey Ching (Senior Director Business & Professional Development) $158,593 $0 $10,457
Michael Yip (Solutions Architect, Salesforce And Platforms In Information Technology) $114,625 $0 $24,781
Barbara Maciel (Senior Director Of Learning Operations, Member Competency) $111,515 $0 $29,252
Melissa Hill (Manager Of Broadcast Operations) $104,938 $0 $23,383
Natalie Quan (Vice President & Chief Financial Officer) $103,021 $103,021 $21,462
Emil Redzic (Vice President Of Information Technology) $93,125 $93,125 $28,489
Eileen M Pastenieks (Past President) $0 $0 $0
Joseph A Forlenza (President) $0 $0 $0
Scott Hoppe (First Vice President) $0 $0 $0
Chrislynn Freed (Treasurer) $0 $0 $0
Adam Blitz (Vice President) $0 $0 $0
Robert Reynolds (Trustee And Cal Cpa Chair Eff 06 30 2019) $0 $0 $0
Lewis Sharpstone (Trustee And Cal Cpa Chair) $0 $0 $0
Thomas Gilbert (Trustee) $0 $0 $0
Michael Eisenberg (Trustee) $0 $0 $0
Darcia Stebbens (Trustee) $0 $0 $0
Kathryn Johnson (Trustee) $0 $0 $0
Violeta D Cristobal (Trustee) $0 $0 $0
Amber Setter (Trustee Eff 06 30 2019) $0 $0 $0
Bruce Gray (Trustee Eff 06 30 2019) $0 $0 $0
Kristie Ledbetter (Trustee Eff 06 30 2019) $0 $0 $0
Meghan Thompson (Trustee Eff 06 30 2019) $0 $0 $0
Charlotte Wall (Trustee Eff 06 30 2019) $0 $0 $0
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990
Filed on March 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,329,558
Expenses
$10,490,050
Net Income
-$1,160,492
Net Assets
$7,953,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $193,899
2.1%
Program Services $8,849,883
94.9%
Investment Income $268,723
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,053
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $744,305
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,412,924
23.0%
Assets/Debt
Total Assets $12,572,124
Total Liabilities $4,618,814
Net Assets $7,953,310
Compensation
Key Employees and Officers Compensation Related Other
Loretta Doon (Ceo) $312,762 $312,762 $26,316
Andrea Cope (Deo) $170,125 $170,125 $29,130
Arthur Chin (Div Dir Education Foundation) $135,347 $135,347 $57,234
Michael Yip (Webcast Producer/Solutions Consultant) $117,268 $0 $21,518
Janice Slusser (Dir. Of Learning & Development) $101,602 $0 $9,076
Natalie Quan (Cfo) $100,964 $100,964 $13,898
Anna Dilig (Controller) $89,106 $89,106 $14,414
Audrey Ching (Sr. Dr. Business & Professional Development) $81,794 $81,794 $20,532
Matthew Koontz (Div. Dir. Membership Marketing And Communications) $73,865 $149,969 $35,704
Eileen M Pastenieks (President) $0 $0 $0
Joseph A Forlenza (First Vice President) $0 $0 $0
Scott Hoppe (Secretary/Treasurer) $0 $0 $0
Chrislynn Freed (Vice President) $0 $0 $0
Okorie L Ramsey (Past President (Term Ended 6 27 2018)) $0 $0 $0
Michael Eisenberg (Trustee) $0 $0 $0
Darcia Stebbens (Trustee) $0 $0 $0
Adam Blitz (Trustee) $0 $0 $0
Thomas Gilbert (Trustee) $0 $0 $0
Bruce Gray (Trustee) $0 $0 $0
Amber Setter (Trustee) $0 $0 $0
Lewis Sharpstone (Trustee And Cal Cpa Chair (Eff 6 27 2018)) $0 $0 $0
Kathryn Johnson (Trustee And Cal Cpa Chair (Term Ended 6 27 2018)) $0 $0 $0
Violeta D Cristobal (Trustee) $0 $0 $0
Arthur Moye (Trustee (Term Ended 6 18 2018)) $0 $0 $0
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990
Filed on March 13, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,560,666
Expenses
$10,580,342
Net Income
-$19,676
Net Assets
$8,949,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $202,971
1.9%
Program Services $9,609,878
91.0%
Investment Income $321,523
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $426,294
4.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $588,328
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,403,499
22.7%
Assets/Debt
Total Assets $11,816,091
Total Liabilities $2,866,313
Net Assets $8,949,778
Compensation
Key Employees and Officers Compensation Related Other
Loretta Doon (Ceo) $323,091 $323,091 $32,646
Arthur Chin (Div. Dir, Education Fdn Ops, Support & Development) $128,185 $128,185 $56,776
Michael Yip (Webcast Producer/Services Manager) $123,794 $0 $8,261
Melissa Hill (Webcast Supervisor) $106,801 $0 $7,468
Anna Dilig (Controller/Acting Cfo (Thru 5/22/17)) $105,253 $105,253 $16,732
Audrey Ching (Senior Dir, Business & Prof Dev.) $78,435 $78,435 $20,650
Matthew Koontz (Div. Dir, Membership Mktg & Comm) $72,283 $146,757 $40,160
Barbara Maciel (Dir, Customer And Member Services) $58,874 $58,874 $24,224
Natalie Quan (Cfo (Eff 5/22/17)) $58,448 $58,448 $6,398
Okorie L Ramsey (President) $0 $0 $0
Andrea G Cope (First Vice President) $0 $0 $0
Joseph A Forlenza (Vice President) $0 $0 $0
Eileen M Pastenieks (Secretary/Treasurer) $0 $0 $0
Charles T Osaki (Past President) $0 $0 $0
Gregory M Burke (Past President (Thru 6/21/17)) $0 $0 $0
Thomas Bret (Trustee) $0 $0 $0
Michael Eisenberg (Trustee) $0 $0 $0
Scott Hoppe (Trustee) $0 $0 $0
Darcia Stebbens (Trustee) $0 $0 $0
Adam Blitz (Trustee (Eff 6/21/17)) $0 $0 $0
Chrislynn Freed (Trustee (Eff 6/21/17)) $0 $0 $0
Thomas Gilbert (Trustee (Eff 6/21/17)) $0 $0 $0
Bruce Gray (Trustee (Eff 6/21/17)) $0 $0 $0
Amber Setter (Trustee (Eff 6/21/17)) $0 $0 $0
Kathryn Johnson (Trustee, Calcpa Chair (Eff 6/21/17)) $0 $0 $0
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990
Filed on March 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,125,201
Expenses
$11,778,871
Net Income
-$1,653,670
Net Assets
$8,735,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $336,995
3.3%
Program Services $9,541,299
94.2%
Investment Income $251,574
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$29,677
Net Inventory Sales $0
Other Revenue $25,010
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $601,141
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,443,937
20.7%
Assets/Debt
Total Assets $13,133,178
Total Liabilities $4,398,031
Net Assets $8,735,147
Compensation
Key Employees and Officers Compensation Related Other
Loretta Doon (Ceo) $317,223 $317,839 $34,754
Michael Yip (Webcast Producer/Services) $144,810 $0 $26,101
Alana Hope (Associate Dir, Mktg (Thru 10/5/16)) $139,963 $0 $16,854
Rebecca Duffy (Associate Director, On Site Training) $120,828 $0 $9,510
Arthur Chin (Division Dir, Ed Fdn & Support Devel) $115,287 $115,287 $38,886
Julie Schilling (Cfo (Thru 10/3/16)) $102,058 $102,058 $362
Anna Dilig (Controller) $98,212 $98,212 $14,128
Audrey Ching (Senior Dir, Bus & Prof Development) $70,913 $70,913 $21,244
Matthew Koontz (Division Dir, Membership Mktg & Comm) $67,627 $137,303 $38,198
Charles T Osaki (President) $0 $0 $0
Okorie L Ramsey (First Vice President) $0 $0 $0
Andrea G Cope (Secretary/Treasurer) $0 $0 $0
Eileen M Pastenieks (Vice President) $0 $0 $0
Amber P Setter (Vice President (Thru 6/23/16)) $0 $0 $0
Gregory M Burke (Past President) $0 $0 $0
Joseph A Forlenza (Trustee) $0 $0 $0
Chrislynn Freed (Trustee) $0 $0 $0
Bruce Gray (Trustee) $0 $0 $0
Thomas Gilbert (Trustee) $0 $0 $0
Kelly Wallace (Trustee) $0 $0 $0
Scott Hoppe (Trustee (Eff 6/23/16)) $0 $0 $0
Thomas Bret (Trustee (Eff 6/23/16)) $0 $0 $0
Michael Eisenberg (Trustee (Eff 6/23/16)) $0 $0 $0
Darcia Stebbens (Trustee (Eff 6/23/16)) $0 $0 $0
Andrew Mintzer (Trustee, Calcpa Chair (Eff 6/23/16)) $0 $0 $0
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990
Filed on March 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,046,472
Expenses
$12,338,873
Net Income
-$1,292,401
Net Assets
$9,471,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $282,984
2.6%
Program Services $11,029,601
99.8%
Investment Income $269,055
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$535,168
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $550,469
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,450,027
19.9%
Assets/Debt
Total Assets $13,007,451
Total Liabilities $3,536,326
Net Assets $9,471,125
Compensation
Key Employees and Officers Compensation Related Other
Loretta Doon (Ceo) $310,905 $312,811 $37,130
Michael Yip (Webcast Producer/Services Manager) $138,270 $0 $2,212
Alana Hope (Associate Director, Marketing) $136,266 $0 $12,643
Arthur Chin (Division Dir, Ed Fdn Operations, Support & Develop) $116,215 $116,215 $36,530
Rebecca Duffy (Associate Director, On Site Training) $116,003 $0 $9,437
Anna Dilig (Controller) $87,266 $87,266 $12,514
Matthew Koontz (Division Dir, Membership Marketing And Communicati) $64,886 $131,737 $35,930
Julie Schilling (Cfo (Eff 8/1/15)) $52,226 $52,226 $478
Gregory M Burke (President) $0 $0 $0
Charles T Osaki (First Vice President) $0 $0 $0
Okorie L Ramsey (Secretary/Treasurer) $0 $0 $0
Amber P Setter (Vice President) $0 $0 $0
Peter J Iannone (Past President) $0 $0 $0
Andrea G Cope (Trustee) $0 $0 $0
Joseph A Forlenza (Trustee) $0 $0 $0
John W Morrisset (Trustee) $0 $0 $0
Eileen M Pastenieks (Trustee) $0 $0 $0
Michael Spindler (Trustee) $0 $0 $0
Chrislynn Freed (Trustee (Eff 6/26/15)) $0 $0 $0
Bruce Gray (Trustee (Eff 6/26/15)) $0 $0 $0
Thomas Gilbert (Trustee (Eff 6/26/15)) $0 $0 $0
Kelly Wallace (Trustee (Eff 6/26/15)) $0 $0 $0
Jennifer Ziegler (Trustee, Calcpa Chair (Eff 6/26/15)) $0 $0 $0
Barbara A Rosenbaum (Past President (Term Ended 6/26/15)) $0 $0 $0
Timothy Good (Trustee (Term Ended 6/26/15)) $0 $0 $0
See filing for compensation of 3 other people →
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Document Links

990
Filed on Sept. 13, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,910,568
Expenses
$11,883,627
Net Income
$1,026,941
Net Assets
$10,843,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,745
1.4%
Program Services $11,368,423
88.1%
Investment Income $317,794
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,047,606
8.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $775,665
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,109,331
17.7%
Assets/Debt
Total Assets $14,576,678
Total Liabilities $3,733,436
Net Assets $10,843,242
Compensation
Key Employees and Officers Compensation Related Other
Loretta Doon (Ceo) $318,056 $318,766 $37,042
Kathleen Phelan (Director, Conferences And On Site Training) $158,031 $0 $23,565
Arthur Chin (Division Dir, Ed Fdn Operations, Support & Develop) $147,047 $49,016 $30,359
Rebecca Duffy (Associate Director, On Site Training) $120,542 $0 $9,398
Anna Dilig (Cfo) $82,056 $82,056 $11,926
Peter J Iannone (President) $0 $0 $0
Wendy S Richards (First Vice President) $0 $0 $0
Gregory M Burke (Treasurer) $0 $0 $0
Charles T Osaki (Vice President) $0 $0 $0
Barbara A Rosenbaum (Past President) $0 $0 $0
Vanessa J Hill (Trustee) $0 $0 $0
John W Morrisset (Trustee) $0 $0 $0
Laura C Olson (Trustee) $0 $0 $0
Eileen M Pastenieks (Trustee) $0 $0 $0
Okorie L Ramsey (Trustee) $0 $0 $0
Amber P Setter (Trustee) $0 $0 $0
Andrea G Cope (Trustee (Eff 6/19/2014)) $0 $0 $0
Joseph A Forlenza (Trustee (Eff 6/19/2014)) $0 $0 $0
Michael Spindler (Trustee (Eff 6/19/2014)) $0 $0 $0
Timothy Good (Trustee (Eff 6/19/2014)) $0 $0 $0
Thomas E Fil (Past President (Term Ended 6/19/2014)) $0 $0 $0
Richard Simitian (Trustee (Term Ended 6/19/2014)) $0 $0 $0
Noelle Allen (Trustee (Term Ended 6/19/2014)) $0 $0 $0
Kathy Yu Liu (Trustee (Term Ended 6/19/2014)) $0 $0 $0
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990
Filed on March 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,753,409
Expenses
$12,188,457
Net Income
$564,952
Net Assets
$10,682,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $157,127
1.2%
Program Services $11,766,381
92.3%
Investment Income $227,241
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $542,660
4.3%
Net Inventory Sales $0
Other Revenue $60,000
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $574,346
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,528,720
20.7%
Assets/Debt
Total Assets $13,804,572
Total Liabilities $3,122,296
Net Assets $10,682,276
Compensation
Key Employees and Officers Compensation Related Other
Loretta Doon (Ceo) $305,700 $306,224 $35,694
Diane Murphy (Datbase Admin (Thru 9/13/13)) $164,265 $0 $33,152
Kathleen Phelan (Director, Conferences) $158,340 $0 $11,255
Rebecca Duffy (Associate Director, On Site Training) $130,250 $0 $10,275
John Larkin (Dir, Dist Learning (Thru 1/15/14)) $115,146 $0 $20,149
Arthur Chin (Division Dir, Ed Fdn Operations, Support & Develop) $104,062 $34,688 $11,651
Anna Dilig (Cfo) $78,201 $78,201 $11,112
Maria Yarmolinksy (Cfo (Thru 5/7/2013)) $40,651 $40,650 $4,705
Barbara Rosenbaum (President) $0 $0 $0
Peter J Iannone (First Vice President) $0 $0 $0
Wendy S Richards (Treasurer) $0 $0 $0
Gregory M Burke (Vice President) $0 $0 $0
Maryellen K Sebold (Past President (Term Ended 6/20/2013)) $0 $0 $0
Thomas E Fil (Past President) $0 $0 $0
Richard Simitian (Chair) $0 $0 $0
Amber P Setter (Trustee) $0 $0 $0
Laura C Olson (Trustee) $0 $0 $0
Okorie L Ramsey (Trustee) $0 $0 $0
Vanessa J Hill (Trustee) $0 $0 $0
Charles T Osaki (Trustee) $0 $0 $0
Kathy Yu Liu (Trustee) $0 $0 $0
Noelle Allen (Trustee) $0 $0 $0
John W Morrisset (Trustee) $0 $0 $0
Eileen M Pastenieks (Trustee) $0 $0 $0
Johanna Sweaney Salt (Trustee (Term Ended 6/20/13)) $0 $0 $0
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Document Links

990
Filed on Feb. 23, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,631,726
Expenses
$12,834,570
Net Income
-$202,844
Net Assets
$10,195,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $167,460
1.3%
Program Services $11,990,389
94.9%
Investment Income $271,099
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $202,778
1.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $478,355
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,950,821
23.0%
Assets/Debt
Total Assets $13,323,417
Total Liabilities $3,127,589
Net Assets $10,195,828

Document Links

990
Filed on April 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,658,846
Expenses
$12,585,245
Net Income
$1,073,601
Net Assets
$10,101,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $159,750
1.2%
Program Services $12,980,228
95.0%
Investment Income $270,767
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $171,929
1.3%
Net Inventory Sales $0
Other Revenue $76,172
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $463,138
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,922,875
23.2%
Assets/Debt
Total Assets $13,062,040
Total Liabilities $2,960,910
Net Assets $10,101,130

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending April
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated